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PMBJX vs THGRX
PMBJX vs THGRX Comparison
Open Charts PMBJX vs THGRX
Thornburg Small/Mid Cap Growth R5
Price$33.17
Change-$0.77 (-2.27%)
VolumeN/A
Net Assets207.48M
PMBJX vs THGRX Comparison Chart
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PMBJX vs. THGRX commentary
Jun 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PMBJX is a StrongBuy and THGRX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. THGRX (207M). PMBJX pays higher dividends than THGRX: PMBJX (0.06) vs THGRX (0.00). PMBJX was incepted earlier than THGRX: PMBJX (24 years) vs THGRX (20 years). THGRX (1.34) is less costly to investors than PMBJX (0.78). THGRX is a more actively managed with annual turnover of: 32.58 vs. PMBJX (10.50). THGRX has a lower initial minimum investment than PMBJX: THGRX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. THGRX (0.64). PMBJX return over 5 years is better than : 53.13 vs. THGRX (-28.14).
| PMBJX | THGRX | PMBJX / THGRX | |
| Total Expense Ratio | 0.78 | 0.95 | 82% |
| Annual Report Gross Expense Ratio | 0.78 | 1.34 | 58% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 1.960 | -8.014 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.6B | 207M | 14,783% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 10.12 | 0.64 | 1,588% |
| Returns for 3 years | 48.96 | 40.25 | 122% |
| Returns for 5 years | 53.13 | -28.14 | -189% |
| Returns for 10 years | 88.94 | 8.47 | 1,050% |